Duquesne (Stanley Druckenmiller) discloses updated portfolio positions in 13F filing: New GM ABNB SMAR MRNA NFLX positions
Highlights from 2021 Q2 filing as compared to Q1 2021:
- New positions in: GM (~0.57 mln shares), ABNB (~0.56 mln), SMAR (~0.5 mln), FTCH (~0.29 mln), MRNA (~0.22 mln), CF (~0.19 mln), NFLX (~0.17 mln), MOS (~0.16 mln), MAR (~0.14 mln)
- Increased positions in: KBR (to ~1.33 mln shares from ~0.52 mln shares), CVNA (to ~0.36 mln from ~0.21 mln), FB (to ~0.27 mln from ~0.19 mln), OPCH (to ~0.74 mln from ~0.66 mln), EXPE (to ~0.51 mln from ~0.44 mln) GOOGL (to ~0.09 mln from ~0.03 mln), MA (to ~0.13 mln from ~0.08 mln) V (to ~0.18 mln from ~0.14 mln), AMZN (to ~0.09 mln from ~0.08 mln),
- Maintained positions in: GE (~4.38 mln shares), SBUX (~2.31 mln shares), PENN (~0.9 mln shares), PANW (~0.41 mln shares), CMI (~0.32 mln shares), INTU (~0.18 mln shares), BKNG (~0.03 mln shares)
- Closed positions in: GOLD (from ~3.61 mln shares), C (from ~2.12 mln), FHN (from ~1.95 mln), VALE (from ~1.29 mln), AA (from ~1.1 mln), UBER (from ~0.87 mln), NUAN (from ~0.75 mln), CPNG (from ~0.71 mln), FSR (from ~0.71 mln), RUN (from ~0.66 mln)
- Decreased positions in: PLTR (to ~4.01 mln shares from ~5.98 mln shares), ON (to ~0.71 mln from ~1.84 mln), FLEX (to ~1.71 mln from ~2.8 mln), BLDR (to ~0.57 mln from ~1.32 mln), FCX (to ~5.47 mln from ~6.12 mln), MSFT (to ~1.51 mln from ~2.13 mln), SE (to ~0.14 mln from ~0.58 mln), TMUS (to ~1.29 mln from ~1.59 mln), RETA (to ~0.64 mln from ~0.75 mln), SNOW (to ~0.05 mln from ~0.08 mln)